Account Manager - State Farm Agent Team Member

David Shin - State Farm Agent; Portland (OR); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

License reimbursement

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

David Shin - State Farm Agent is seeking an Account Manager to grow the agency by building strong customer relationships, conducting policy reviews, and acting as a liaison between customer needs and agency operations. You will proactively market relevant insurance products and services to customers.

The role emphasizes independence, strong communication, and the ability to work with a driven, professional team in a fast-paced environment.

Qualifications

• Experience in insurance sales or account management preferred.
• Leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.

Responsibilities

• Develop and maintain customer relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to customers.
• Oversee the resolution of complex customer issues.
• Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

Skills

Leadership

Interpersonal skills

Sales targets

Sales conversations

Job description

Benefits:

• License reimbursement
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY

I opened my agency in 2020 and currently lead a team of five. Before becoming a State Farm agent, I built my career in investments, giving me a strong financial services background and a passion for helping people make informed decisions. Outside of work, I’m a husband and proud father of three, and spending time with my family is one of my biggest priorities.

Our agency offers a 401(k), paid time off, sick days, performance-based bonuses and commissions, and opportunities to earn additional PTO by reaching goals. We also like to recognize great work through gift cards, fun incentives, and regular kudos and recognition for team accomplishments.

Our office is driven, professional, and refreshingly drama-free. We value independence and trust our team members to take ownership of their responsibilities while providing excellent service to our customers. I’m looking for someone who is self-motivated, methodical, and a strong communicator.

If you’re highly driven, enjoy working independently, and want your performance to be recognized and rewarded, we’d love to meet you.

ROLE DESCRIPTION

As an Account Manager for David Shin - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agent office departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES

• Develop and maintain customer relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to customers.
• Oversee the resolution of complex customer issues.
• Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

QUALIFICATIONS

• Experience in insurance sales or account management preferred.
• Leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.